This article explains the most important fields and settings in Master Data > Service.
Services are used in shipments, invoices, rates, subcontractor costs, surcharges, app workflows, and other areas of Logistiqo. The settings of a service define where the service can be used, how it is calculated, how it appears on documents, and how it is treated in accounting.
General Service Fields
The Code is a short internal code for the service. It helps identify the service quickly in tables, selections, and lists.
The Name is the main name of the service. This is usually the internal service name used in Logistiqo.
Name 2 can be used if an additional or longer name is required.
The Sort field controls the order in which services are displayed, for example in shipments or on PDF printouts. A lower sort number appears earlier. For example, freight costs can be given a low sort number so they appear near the top, while less important services can be placed further down.
Name for Printouts can be used if the service should have a different name on PDF documents than it has internally in Logistiqo.
The Cost Centre can be used for accounting exports, for example when exporting invoice data to accounting systems such as DATEV.
Price and Calculation
The Calculation Type defines how the service amount is calculated.
If the calculation type is Fixed price, the service uses a fixed amount. Other calculation types can allow calculations based on quantity, weight, kilometers, hours, days, storage, or other values.
If a calculation type other than fixed price is used, the amount in a shipment is usually calculated from quantity and price, depending on the selected calculation type.
The Price field can be used to store a default price for the service. This is useful if a standard amount should already be suggested when the service is added to a shipment.
The Minimum Price and Maximum Price fields can be used if the service should have lower or upper price limits.
The Allow Price Change setting is important if users should be allowed to change the price of this service inside a shipment. If this option is disabled, the price should not be changed manually later, for example when the service has a fixed contractual price.
For services such as daily rates, it can make sense to store a fixed price in the service and later only adjust the quantity in the shipment.
Accounting Templates
The accounting template fields define how the service is handled in accounting and invoicing.
The Accounting Templates field is used for expense-side accounting.
The Accounting Templates Revenue field is used for revenue-side accounting.
These fields may be locked by default. They can be unlocked by activating the corresponding settings:
Override Expense Account unlocks the expense accounting template field so that it can be changed for this service.
Override Revenue Account unlocks the revenue accounting template field so that it can be changed for this service.
Only change accounting templates if you are sure which accounting setup should be used. Incorrect accounting templates can affect invoices and accounting exports.
Settings Box
The settings box controls where and how the service can be used.
Override Expense Account
Unlocks the expense accounting template field so that the expense-side accounting template can be changed.
Only Expense
Marks the service as expense-only. This is useful for services or costs such as rent, internet, or other internal expenses that are used for inbound invoices but should not be offered or invoiced to customers.
Override Revenue Account
Unlocks the revenue accounting template field so that the revenue-side accounting template can be changed.
Allow Price Change
Allows the price of the service to be changed later, for example inside a shipment. If the price should remain fixed and should not be changed by dispatchers or other users, this option should be disabled.
Allow Adding and Deleting
Allows the service to be manually added or removed in a shipment when the service is assigned to the customer. This is especially relevant for services that are predefined for a customer but should still remain flexible in individual shipments.
Surcharges/Discounts Possible
Defines whether percentage surcharges or discounts in the shipment should also apply to this service. If this option is enabled, the service is included in the surcharge or discount calculation. If it is disabled, the service is ignored for that calculation.
In Portal
Allows customers with customer portal access to select this service. Do not enable this option for services that customers should not be able to select themselves in the portal.
In Logistiqo-App
Allows the service to be selected in the Logistiqo app, for example by warehouse staff or drivers during operational workflows such as goods receipt.
X-Ray
If this option is enabled, the service is automatically added when a shipment is marked as an X-Ray shipment.
Shockwatch
If this option is enabled, the service is automatically added when a shipment is marked as a Shockwatch shipment.
ADR
If this option is enabled, the service is automatically added when a shipment is marked as an ADR shipment.
Diesel Floater
Defines whether the service is relevant for diesel floater calculation or handling when a diesel floater is added to the shipment.
Air Waybill
Makes the service available for shipments of type Air Waybill.
Bill of Lading
Makes the service available for shipments of type Bill of Lading.
Subordinate Services
In the Subordinate Services area, additional services can be assigned to a main service.
If the main service is selected later, the subordinate services can be added together with it. This can be useful for more complex service packages, for example in heavy transport or special transport workflows where several related services should be added together.
Customer-Specific Services
In the Customer area, a service can be restricted to specific customers.
If a service is only relevant for certain customers, you can assign it there. This helps keep service selections cleaner and prevents users from selecting customer-specific services for the wrong customers.
Important Note
Service settings can affect shipments, pricing, invoicing, accounting, customer portal usage, app usage, and automated service selection.
Before changing existing services, check where the service is used and whether changes may affect current workflows, invoices, or customer-specific processes.